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March 29, 2024

Federal Employee Retirement and Benefits News

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Do You Have a Federal Retirement Individual Action Plan

Building your Federal Retirement Individual Action Plan (IAP) starts first with building your Financial Plan – the key element to your retirement future.  In order to achieve our collective goal of retiring with comfort and security, we must underscore the inescapable urgency of identifying and setting goals.  Without setting SMART goals we cannot develop a workable

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Estate Plan: Living Trusts

Until about 20-30 years ago Living Trusts were thought of as planning tool strictly for the wealthy. Today that is no longer true as the Living Trust is becoming more popular with the because of the tax and privacy advantages offered.

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Will: (Last Will and Testament)

The Will is the nucleus of the estate plan. From the Will, everything else emanates. Your Last Will and Testament spells out all of your wishes. It details how you want your assets and resources distributed and how your loved ones who depend on you will be taken care of.

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Planning Your Retirement

Getting involved early in planning will allow federal and postal workers the opportunity to create additional financial resources to increase their retirement comfort.

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